Just one more
They say that getting old happens slowly, and then all at once. Most of the change around us occurs so gradually that we barely notice...
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Feb 7, 20222 min read
Feelings – thoughts – actions
‘Your mind will take the shape of what you frequently hold in thought,’ Marcus Aurelius. How we engage with our money reflects what’s...
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Jan 31, 20223 min read
Don’t let tax get you down
We all know that the only two certainties in life are death and taxes. Even after we’ve gone, taxes are still levied against our estate....
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Jan 17, 20222 min read
The best time to live
“Remember the past, plan for the future, but live for today, because yesterday is gone and tomorrow may never come.” The best time to...
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Jan 10, 20222 min read
Ask yourself these questions BEFORE switching funds
As financial planning conversations deepen and explore more value, we find ourselves moving from the empirical to the emotional, from...
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Dec 20, 20212 min read
Making goals easier to achieve
“If I had a penny for every time I put something off until tomorrow, and never got to it… I’d put them all in a sock and hit myself with...
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Dec 13, 20212 min read
How much time is your money worth?
As we build businesses and seek to create various income opportunities, we are always confronted with the challenge of pricing. It’s a...
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Dec 6, 20212 min read
Setting benchmarks
Whilst intentional reflection may happen at the end or beginning of a year or personal growth journey, unintentional reflection happens...
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Nov 22, 20212 min read
Don’t derail your finances
“As you slide down the bannister of life, may the splinters never point the wrong way.” Irish Blessing When everything is going right, we...
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Nov 15, 20212 min read
Avoid being overwhelmed by change
One of the biggest challenges with change is that it can be overwhelming. There are many reasons why we might be averse to constant...
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Nov 8, 20212 min read
How do you measure financial success?
In a recent article from Morningstar, they raised two excellent points about measuring financial success. Like so many of us, Morningstar...
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Oct 25, 20212 min read
What’s an annuity?
Have you ever heard someone say that you need to make your money work for you? It seems like an impossible achievement for many of us...
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